Financial Planner

TIAA

Financial Planner supporting financial planning and compliance for wealth management advisors. Collaborating with teams to prepare and review financial plans and address client concerns.

Posted 6/4/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $74,300 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Prepares financial plans for Wealth Management clients
Assists teams within wealth management advisory services to identify the most critical client needs
Responds to questions from wealth management advisors pertaining to specific plans

Requirements

What you’ll need

University (Degree) Preferred
2+ Years Required; 3+ Years Preferred
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire

Benefits

Comp & perks

Superior retirement program
Highly competitive health offerings
Wellness programs

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

client needs identificationcommunication

Certifications

Certified Financial Planner (CFP)